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LeoLiu's avatar
LeoLiu
6 years ago

Profit and Loss Reports (Cash basis)

Hi:

I want to know how to set up the profit and loss report (cash) as multi-period.

Thanks.

cash basis
multi-period
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  • Steven_M's avatar
    Steven_M
    6 years ago

    Hi LeoLiu 

     

    AccountRight doesn't allow for the user to generate a Profit and Loss cash report on a multi-period basis. If that is required you would be looking at running the report for the desired month, exporting to Excel before running the next month and repeating the process.


    Note: An accrual based Profit and Loss multi-period report can be run via Reports>>Accounts>>Profit & Loss>>Profit & Loss [Multi-Period].

  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago

    Hi LeoLiu 

     

    AccountRight doesn't allow for the user to generate a Profit and Loss cash report on a multi-period basis. If that is required you would be looking at running the report for the desired month, exporting to Excel before running the next month and repeating the process.


    Note: An accrual based Profit and Loss multi-period report can be run via Reports>>Accounts>>Profit & Loss>>Profit & Loss [Multi-Period].